Capital Transitions Video Series
In this video series, Don DiCarlo and Stuart Smith discuss how careful planning can help make the sale or transition of your business as seamless as possible.
Selling a business can be one of the most significant financial and emotional events of a business owner's life and requires thoughtful planning.
Learn how we can help you make the transition from business capital to personal capital.
How should a business owner think about the transition to legacy capital.
About Don & Stuart
Donald P. DiCarlo Jr., M.A., J.D., LL.M. (Tax),
Managing Director, Wealth Planning
Don advises high-net-worth business owners and executives on developing and implementing complex wealth planning and business succession strategies.
Stuart A. Smith III,
Managing Director, Mergers & Acquisitions/Corporate Finance,
M&T Bank Investment Banking Group.
Stuart advises business clients in a variety of industries on senior and subordinated debt raises, private equity raises, mergers and acquisitions, and leveraged buyouts.
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